ELIXIR PRIVATE WEALTH - Key Persons
Job Titles:
- Founder
- Principal
- Principal and Senior Wealth Adviser
Aziz is the Principal and Founder of Elixir Private Wealth Pty Ltd. He did his Bachelor of Science in Business with minors in Economics and Sociology from Indiana University, Bloomington, USA. He is also a Certified Financial Planner since 1999.
He started his career in Financial Planning with MLC Private Client Services (PCS) in 1997. He won MLC Private Client Service' Financial Planner of the Year award in 1998 and was promoted to Manager and moved to Melbourne to set up MLC -PCS there in 1998.
He then joined Perpetual Private Clients in 2000 and won "Rookie of the Year 2001". He then joined NAB Private Wealth in 2001 and remained in the Top 3 Practices in NAB Private Wealth until he started Elixir Private Wealth Pty Ltd in January 2012.
He enjoys Tennis and has won numerous tournaments at his time in university in the US and also won the University Championship in Badminton in the US. He was also awarded "Athlete of the Year 1989" by his Fraternity, Tau Kappa Epsilon (TKE).
Aziz is married with 2 children and enjoys traveling, tennis, and spending time with the family.
Aziz has a real passion for looking after his esteemed clients and ensuring that they are enjoying life!
Job Titles:
- Credit Representative ( Credit Representative
- Lending Specialist
- Specialist
David is a specialist in lending and debt structure with an expertise in all aspects of personal and commercial lending.
With a career spanning some 30 years in Business and Private Banking, David has an expert understanding of credit procedures and lending products. His specialty is to make the complex, simple.
David's qualifications include a Bachelor of Business (Finance and Economics) from the University of Technology, Sydney; Graduate Diplomas in Financial Planning and Applied Finance & Investment from the Securities Institute of Australia. Industry qualified, he holds a Diploma of Finance and Mortgage Broking Management and is an Accredited Finance Broker with the Mortgage & Finance Association of Australia (MFAA),
With a passion to achieve the best outcomes for his clients, David has the experience and knowledge to expertly guide you along your financial journey.
David enjoys spending time with his family. He also loves music, fine wine and a good laugh.
David loves to ensure that his clients are in the best position they can be. This drives him to look after each client with a great deal of care.
David Agius is a credit representative (Credit Representative Number 495717) of BLSSA Pty Ltd ACN 117 651 760 (Australia Credit Licence Number 391237).
Evan joined Godfrey Pembroke in 2014 at his father Phillip Cormack's financial planning practice as a paraplanner and client services administrator. Prior to joining Godfrey Pembroke, from 2003 to 2013 Evan held several positions in Australia and London working in custodial services, corporate governance, global markets, and institutional banking for organisations including Westpac Custodial Services, HSBC Global Banking and Markets, and Northern Trust.
Evan holds a Graduate Diploma of Financial Planning from Kaplan Professional and is currently undertaking a Master of Financial Planning with Kaplan Professional and is a member of the Financial Planning Association of Australia (FPA). In 2016 Evan participated in the MLC Gen2 Adviser and Business Leaders Program and in 2018 Evan obtained his Letter of Authority from Godfrey Pembroke. Evan sat and passed the Financial Adviser Standards and Ethics Authority exam in 2021.
Evan takes a holistic approach to financial planning and aims to build lasting, meaningful relationships based on trust, integrity, and superior client service. Evan derives satisfaction from working with clients to assist in realising their financial ambitions to provide a secure financial future.
Evan is married and enjoys gardening, hiking, and cycling.
Gulzar is the General Manager of Elixir Private Wealth Pty Ltd. She has completed her Bachelor of Science as well as Master's in Business Administration. She has also completed her diploma in Financial Markets from Securities Institute Sydney and has also completed RG146 from Kaplan Institute. Gulzar is also a Fellow of the Life Management Institute, USA.
Gulzar commenced her career at CommInsure Life Insurance in 2001. Prior to joining Elixir Private Wealth Pty Ltd., she was an Executive Claims Manager at CommInsure, where she was responsible for managing 60 staff including case managers, admin and team managers. She was in this role until 2012.
Gulzar is married and enjoys traveling and spending time with her family.
Gulzar has a passion for delivery of service to clients and brings a great deal of efficiency and compliance rigor to the business.
Mathew has been working in the financial planning industry for 10 years as a paraplanner.
He graduated from Macquarie University in 2003 with a Bachelor of Commerce (Actuarial Studies) and Bachelor of Applied Finance. After graduating from university, Mathew spent time in various finance roles including investment banking, funds management and registry services before settling in financial planning.
Outside of work, Mathew also works at his local gym as a group fitness instructor. He enjoys watching sports and also has keen interest in cyber security.
Job Titles:
- Client Service Manager
- Office and Client Service Manager
Rové has worked in Financial Planning since 2002 and enjoys traveling, all furry creatures great and small, as well as spending time with her family.